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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$65.75
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
Hartford Climate Opportunities F
Price$17.11
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets129.21M
CWIAX vs HEOFX Comparison Chart
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CWIAX vs. HEOFX commentary
Jan 24, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIAX is a StrongBuy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 129B vs. HEOFX (129M). CWIAX pays higher dividends than HEOFX: CWIAX (1.67) vs HEOFX (0.80). CWIAX was incepted earlier than HEOFX: CWIAX (23 years) vs HEOFX (8 years). HEOFX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). HEOFX annual gain was more profitable for investors over the last year : 14.22 vs. CWIAX (11.82). HEOFX return over 5 years is better than : 51.78 vs. CWIAX (36.00).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 3.936 | 5.683 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 129M | 100,000% |
| Annual Yield % from dividends | 1.67 | 0.80 | 208% |
| Returns for 1 year | 11.82 | 14.22 | 83% |
| Returns for 3 years | 16.07 | 9.58 | 168% |
| Returns for 5 years | 36.00 | 51.78 | 70% |
| Returns for 10 years | 69.77 | N/A | - |
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